Components
Insightly
Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.
Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.
Categories: CRM
Type: insightly/v1
Connections
Version: 1
Basic Auth
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
pod | Pod | STRING | Your instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1 | true |
username | API Key | STRING | true |
Actions
Create Contact
Name: createContact
Creates new contact.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
FIRST_NAME | First Name | STRING | The first name of the contact. | true |
LAST_NAME | Last Name | STRING | The last name of the contact. | false |
EMAIL_ADDRESS | Email Address | STRING | Email address of the contact. | false |
PHONE | Phone | STRING | Phone number of the contact. | false |
TITLE | Title | STRING | The contact's title in company. | false |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
CONTACT_ID | INTEGER | ID of the contact. |
FIRST_NAME | STRING | First name of the contact. |
LAST_NAME | STRING | Last name of the contact. |
EMAIL_ADDRESS | STRING | Email address of the contact. |
PHONE | STRING | Phone number of the contact. |
TITLE | STRING | The contact's title in company. |
Output Example
Create Organization
Name: createOrganization
Creates new organization.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
ORGANISATION_NAME | Organization Name | STRING | The name of the organization. | true |
PHONE | Phone | STRING | A contact phone number for the organization. | false |
WEBSITE | Website | STRING | The organization's website. | false |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
ORGANISATION_ID | INTEGER | ID of the organization. |
ORGANISATION_NAME | STRING | The name of the organization. |
PHONE | STRING | A contact phone number for the organization. |
WEBSITE | STRING | The organization's website. |
Output Example
Create Task
Name: createTask
Creates new task.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
TITLE | Title | STRING | true | |
STATUS | Status | STRING OptionsNot Started, In Progress, Completed, Deferred, Waiting | Task status | false |
Example JSON Structure
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
TASK_ID | INTEGER | ID of the task. |
TITLE | STRING | Title of the task. |
STATUS | STRING | Task status. |